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Stratos Wealth Partners’s Community Bank CBU Stock Holding History

Stratos Wealth Partners’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-609
Closed -$37K – 1042
2018
Q3 		$37K Buy
+609
New +$38.8K ﹤0.01% 1592
2018
Q2 		– Sell
-609
Closed -$33K – 1193
2018
Q1 		$33K Hold
609
– – ﹤0.01% 1792
2017
Q4 		$33K Buy
+609
New +$33.1K ﹤0.01% 1712

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's CBU Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Community Bank (CBU) in Q4 2018, closing a stake of 609 shares — an estimated $37K sold.

Stratos Wealth Partners first reported a position in CBU in Q4 2017 and held it in 3 quarters. The position peaked at $37K in Q3 2018. 206 funds tracked by Wall St. Rank hold CBU as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Community Bank position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 609 Community Bank shares in Q4 2018, an estimated $37K.
  • Stratos Wealth Partners first reported a position in Community Bank in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Community Bank position peaked at $37K in Q3 2018.
  • 206 funds tracked by Wall St. Rank held Community Bank as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.